Summary
Overview
Work History
Education
Skills
Applications/Software
Timeline
Generic

Lacey Rocha

San Antonio,TX

Summary

Dynamic sales specialist with a proven track record to drive revenue growth and enhance customer satisfaction. Known for fostering collaborative team environments and delivering results in dynamic settings. Skilled in strategic planning, client relationship management, and adaptive problem-solving.

Overview

26
26
years of professional experience

Work History

Contracts Sales Specialist (Remote)

Sales Tax Experts, LLC
06.2023 - Current
  • Execute 80-100 daily outbound calls to businesses, increasing company revenue by implementing strategic sales plans.
  • Provide exceptional product knowledge and recommendations of sales tax audit defense services.
  • Foster lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Effectively manage sales pipeline, prioritizing tasks to maximize revenue potential and exceed expectations.
  • Maintain current knowledge of evolving changes in marketplace.

Treasurer / Bookkeeper (Remote)

TLAfrica, Inc.
04.2019 - 02.2022
  • Produced all nonprofit financial reports to provide insights into organizational funding, with accurate information for decision-making purposes.
  • Prepared and presented financial statements for board of directors at quarterly meetings.
  • Tracked expenses, donations and international wire transfers while maintaining records and reconciling accounts in QuickBooks.
  • Managed cash flow to ensure adequate liquidity for operations, safeguarding against financial shortfalls.
  • Filed all annual and quarterly federal and state returns in a timely manner to ensure compliance.

Managing Member / Director of Operations

Geneco Services, LLC
06.2009 - 09.2021
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Negotiated contracts with vendors, securing competitive prices and products while maintaining positive relationships.
  • Implemented innovative marketing campaigns that boosted company awareness and generated new leads for the business.
  • Managed financial operations, including budgeting and forecasting, ensuring company stability and growth.
  • Established rapport with potential customers through effective phone outreach techniques, fostering positive relationships from initial contact stages onward.
  • Successfully managed budgets, consistently meeting financial targets while maintaining high standards.
  • Continually improved daily operations, communications with clients, employee relations, and recordkeeping for increased efficiency.
  • Ensured compliance with industry regulations, maintaining a safe working environment for employees.

Assistant Sales Manager

Harold's
01.2003 - 09.2004
  • Trained new sales associates on product knowledge, enhancing their ability to sell confidently, establishing store as #2 in sales in the nation.
  • Resolved customer issues promptly, maintaining high levels of customer satisfaction and trust in the brand.
  • Built strong customer relationships for repeat business and increased revenue.
  • Assisted sales team with completing customer transactions and managing issues.

Chief Operations Officer

The Legacy Collection
02.2001 - 09.2004
  • Developed strategic financial strategies for direct-marketing company growth across Texas.
  • Championed a culture of continuous improvement, fostering collaboration of sales representatives for optimal results and long term success.
  • Established strong partnerships with vendors to increase product variety, quality, and competitive pricing.
  • Streamlined operations to improve and optimize sales revenues and resource allocation.
  • Directed budget development, budgetary controls, and recordkeeping to make informed financial decisions.

Director of Communications

First Liberty Institute
01.2000 - 05.2001
  • Improved social media presence with tailored content strategies for each platform, resulting in higher donor engagement.
  • Generated and effectively promoted coverage of press releases with media across the nation.
  • Planned and coordinated strategic speaking opportunities for company leaders, strengthening industry credibility.
  • Revamped website content to improve user experience and increase web traffic.

Education

Bachelor of Arts - Communication Studies

University of North Texas
Denton, TX

Skills

  • Relationship building
  • Client relations and care
  • Sales expertise
  • Upselling and cross selling
  • Pipeline management
  • Team leadership and collaboration
  • Decision-making
  • Verbal and written communication
  • Employee training and development
  • Negotiating and closing techniques

Applications/Software

  • Microsoft Windows, Word, Excel, PowerPoint, Outlook, Teams
  • Quickbooks Pro, Desktop, and Enterprise
  • Zoom
  • Aplos Online
  • Claris FileMaker Pro
  • Adobe Acrobat and PageMaker

Timeline

Contracts Sales Specialist (Remote)

Sales Tax Experts, LLC
06.2023 - Current

Treasurer / Bookkeeper (Remote)

TLAfrica, Inc.
04.2019 - 02.2022

Managing Member / Director of Operations

Geneco Services, LLC
06.2009 - 09.2021

Assistant Sales Manager

Harold's
01.2003 - 09.2004

Chief Operations Officer

The Legacy Collection
02.2001 - 09.2004

Director of Communications

First Liberty Institute
01.2000 - 05.2001

Bachelor of Arts - Communication Studies

University of North Texas
Lacey Rocha